Claude Setup

How To Set Up Claude After ChatGPT

So you've moved from ChatGPT to Claude. Here's how to set it up so Claude has your context, your privacy settings are checked, and your everyday tools are connected.

Back to resources

If you have been using ChatGPT for a while, moving to Claude can feel like starting from scratch.

It does not have to. A few setup steps make Claude much more useful from the beginning.

Step 1

Turn On Memory

In Claude, open Settings, then go to Capabilities, then Memory.

Switch memory on. Claude will remember what you tell it across conversations instead of starting from scratch every time.

This is useful for things like your role, business context, writing preferences, recurring projects and the way you like to work.

If you do not see Memory under Capabilities, it may not be available on your plan or account yet.

Step 2

Turn Off Model Training

Open Settings, then go to Privacy, then Preferences.

Look for Help improve our AI models.

If you do not want your personal chats used for training, toggle that setting off. Then quickly re-open Privacy and check that it stayed off.

Step 3

Bring Your ChatGPT Memory Across

Do not leave all your useful context behind.

In Claude, open Settings, then Memory, then choose Import memory from other AI providers.

Claude will give you a prompt to copy into ChatGPT or any other LLM you have been using. The prompt looks like this:

Export all of my stored memories and any context you've learned about me from past conversations. Preserve my words verbatim where possible, especially for instructions and preferences.

## Categories (output in this order):

1. **Instructions**: Rules I've explicitly asked you to follow going forward — tone, format, style, "always do X", "never do Y", and corrections to your behavior. Only include rules from stored memories, not from conversations.

2. **Identity**: Name, age, location, education, family, relationships, languages, and personal interests.

3. **Career**: Current and past roles, companies, and general skill areas.

4. **Projects**: Projects I meaningfully built or committed to. Ideally ONE entry per project. Include what it does, current status, and any key decisions. Use the project name or a short descriptor as the first words of the entry.

5. **Preferences**: Opinions, tastes, and working-style preferences that apply broadly.

## Format:

Use section headers for each category. Within each category, list one entry per line, sorted by oldest date first. Format each line as:

[YYYY-MM-DD] - Entry content here.

If no date is known, use [unknown] instead.

## Output:
- Wrap the entire export in a single code block for easy copying.
- After the code block, state whether this is the complete set or if more remain.

Paste that prompt into ChatGPT, then copy the memory export it gives you.

Go back to Claude's import memory screen and paste the export there.

That gives Claude a starting point: your preferences, work context, tone, goals and the things you have already trained another AI to understand.

Step 4

Add Connectors

In Claude, go to the menu bar and open Customize.

Click Connectors, then search for the tools you want to add.

Choose the tools you use day to day. That might include Google Drive, Gmail, Calendar or any other connector available in your Claude account.

Click Connect, sign into the account, review the permissions, then approve only the access you are comfortable giving Claude.

Once Claude can work with your real files, calendar context and inbox, it becomes far more useful than a blank chat window.

Start With Context

The goal is not to make Claude complicated. The goal is to stop treating it like a brand-new stranger in every conversation.

Turn on the memory you want. Check your privacy settings. Bring across the context you already built. Connect the tools Claude needs to do real work.

If a setting is missing, search Claude's settings for the label first. If it still does not appear, the feature probably has not reached your plan, workspace or region yet.

Then start using it.

Follow me and we can learn Claude together